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港股異動 | 內房股普漲佳兆業集團漲6% 中金建議積極配置內房股
格隆匯 12-27 13:45
格隆匯12月27日丨內房股普漲,佳兆業集團(1638.HK)漲6.05%、保利置業集團(0119.HK)漲5.14%,融創中國(1918.HK)、中國恆大(3333.HK)漲逾4%。消息面上,中共中央辦公廳、國務院辦公廳印發《關於促進勞動力和人才社會性流動體制機制改革的意見》提出,全面取消城區常住人口300萬以下的城市落户限制,全面放寬城區常住人口300萬至500萬的大城市落户條件。中金報告指,上週內地重點城市推盤量有所增加,銷售去化率同步提升,預計所監測的香港上市內房股今、明兩年平均盈利增速均超過20%,建議投資者積極配置內房股。

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